Change Template

Change Template lets you custom create change templates for the most common and frequently requested changes. Each template can possess different fields, field values and workflow, thus customizing or pre-defining change forms so as to suit the changes that may arise in your organization.

The change template enables the Change Requester to initiate a change quickly with all the necessary fields pre-filled, thereby increasing the productivity of your help desk team.

Remember: New change templates being configured will copy the configurations of the change template that is set as default.

To access the Change Template configuration wizard,

Login to the ServiceDesk
Plus application using the user name and password.

Set fields as mandatory (by clicking on on hover Editdropdown and selecting mandatory field checkbox)

Drag and Drop section

This section helps you design the change form by lettng you:

Drag and Drop fields onto the Canvas

Configure new fields, store them in the drag and drop section, and add them to the Canvase based on your requirements

Configuring new fields: Drag and drop Add New Field section from Drag and Drop and decide whether the field to be added is text or numeric or Date/Time field using Add New Field pop-up and okay it for the field to be added.